How Can I Add Contact Records On Sage One Accounting Software - PowerPoint PPT Presentation

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How Can I Add Contact Records On Sage One Accounting Software

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Now, let’s not waste the time and move forward to the procedure to add a contact. To do this, you have to follow these instructions: – PowerPoint PPT presentation

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Title: How Can I Add Contact Records On Sage One Accounting Software


1
Add Contact On Sage
How Can I Add Contact Records On Sage One
Accounting Software?
2
If there are some customers or suppliers to whom
you deal on a regular basis, then you can add
contact records for them on Sage One. Doing this
can save your huge amount of time when recording
your sales and purchase of the day and helps you
keep track of who owes you capital and who you
owe capital to. A user of this software can also
import the contacts from a CSV file. Now, lets
not waste the time and move forward to the
procedure to add a contact. To do this, you have
to follow these instructions
3
  • Power on your laptop, open Sage One software by
    double-clicking on its icon on the desktop.
  • Go to Contacts option and then click on Create
    contact. Alternatively, this can also be
    done- Contactsgt Customergt Create Customer. Also,
    to create suppliers navigate to Contactsgt
    Suppliersgt Create Supplier.
  • Now, fill up the following details Contact Type
    Choose from Supplier or Customer.
  • Contact Details Type the required details in the
    given box. Enter the name and company name of the
    person.
  • Address Type the address of the organization of
    the person which is added recently.
  • Delivery Address If the delivery address is the
    different from the above address, then enter the
    complete details in this box.
  • Notes Type any additional info for the customers
    in this field.
  • Once this is done, click the Save button to apply
    the changes.

4
The records are now available to use when
entering transactions.
  • If you have added some wrong information, then
    dont worry as these records can be viewed,
    edited and deleted if required. Sage One has a
    simple interface and each and every task is very
    simple on it. You just need little guidance if
    you are a new user. Contact us at Sage Support
    Phone Number Canada for the proper guidance for
    the usage of this software. Customers can
    approach us if some technical issue is becoming
    the barrier in their work. We work with full
    dedication, so our clients are happy with our
    services and dont feel any hesitation while
    connecting with us.

5
Sage Support Phone Number Canada
Toll Free 1-844-888-3870
Website
https//customer-numbercanada.com/sage-support-can
ada.html
Source
https//technicalhelpnumbercanada.weebly.com/updat
es/how-can-i-add-contact-records-on-sage-one-accou
nting-software
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